Roth Financial Group, Merritt Island, Florida

Newsletters

When Buying Is Easy, Paying Later Can Be a Problem

Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
Small Businesses Should Prepare for Stronger Tax Enforcement

The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.